Investment Office Monthly Fund Digest (May 2021)

Updated

Jul 2025

published

Jun 2021

Fund Digest

Fund Smart

This event is only for Accredited Investors (AI) in Singapore. Please verify that you are an AI.

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Endowus invites you to our exclusive event with Macquarie Asset Management, as we discuss unlocking opportunities in Infrastructure- a $1.3tn asset class.
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¹Financial assets (net of any related liabilities) means:
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This event is only for Accredited Investors (AI) in Singapore. Please verify that you are an AI

We are always working to bring the best-in-class funds and portfolios to fulfil your needs on Fund Smart. Here are 11 new funds added in May. We have classified the funds according to their asset class, sectors, or themes for your browsing — Real Estate, Equities and Emerging Markets.
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‌The new funds are managed by top global fund managers such as AllianceBernstein (AB), Allianz Global Investors, Brandywine (affiliate of Franklin Templeton), Columbia Threadneedle, Neuberger Berman, and UOB Asset Management.

Real Estate Fund

United Asia Pacific Real Estate Income Fund

ISIN: SG9999010052

United Asia Pacific Real Estate Income Fund is one of the purest Asia Pacific REIT funds in the market without domestic bias, and offers a well-diversified basket of companies with sustainable distribution growth.

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Low Volatility Funds

AB Low Volatility Equity Portfolio Fund

ISIN: LU1037949515

AB Low Volatility Equity Portfolio Fund offers downside protection during market downturns through its exposure to Quality, Stability, and Reasonable Price, underpinned by the discipline of "winning by losing less".

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Emerging Market Funds

Neuberger Berman Short Duration Emerging Market Debt Fund

ISIN: IE00BMN94165

Neuberger Berman Short Duration Emerging Market Debt Fund is a diversified portfolio of hard currency, short duration EM debt instruments that offers a stable payout while achieving its investment objective of 3% average return over its benchmark before fees.

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Income Funds

AB American Income Portfolio Fund

ISIN: LU1309713003

AB American Income Portfolio Fund offers a diversified portfolio of US debt, managed systematically by a highly experienced investment team to achieve its objective of providing attractive income and preserving capital in the long term.

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AB Global Income Portfolio Fund

ISIN: LU1720896072

AB Global Income Portfolio Fund offers a diversified portfolio of global multi-sector debt securities, managed systematically by a highly experienced investment team to achieve its objective of providing attractive income and capital appreciation in the long term.

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Legg Mason Brandywine Global Income Optimiser Fund

ISIN: IE00BLSP4122

Legg Mason Brandywine Global Income Optimiser Fund offers a dynamic go-anywhere portfolio designed to maximise income, preserve capital, and protect against downside risks across all market conditions, which is managed by a team of highly experienced investment professionals.

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Neuberger Berman Strategic Income Fund

ISIN: IE00BQSBQV90

Neuberger Berman Strategic Income Fund offers investors stable income and strong total returns through a diverse portfolio of multi-sector USD debt instruments, coupled with a good downside protection through a diverse, multi-sector portfolio managed by an experienced investment team.

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High Yield Funds

AB Short Duration High Yield Portfolio Fund

ISIN: LU1306336097

AB Short Duration High Yield Portfolio Fund invests in high yield securities globally, while also positioning itself to limit downside volatility by emphasising shorter duration and higher quality within the universe, and is run by a team of highly experienced managers.

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Allianz Global High Yield Fund

ISIN: LU2049825206

Allianz Global High Yield Fund employs a strong fundamental investment process, has a disciplined downside risk management procedure, and is managed by an experienced investment team.

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Threadneedle US High Yield Fund

ISIN: LU0640471321

Threadneedle US High Yield Fund offers a diversified portfolio of US High Yield credit securities, managed by a highly experienced team using a rigorous credit research process and a broad credit coverage.

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Quality Small Cap Funds

United Global Durable Equities Fund

ISIN: SG9999014005

United Global Durable Equities Fund, investing in a conviction-driven basket of stable and resilient companies from conventionally unfavoured industries worldwide, aims to achieve long-term total returns with lower beta, and will make a good addition to your traditional global equities portfolio.

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Want to know more about the funds available on Endowus? Refer to our investment funds list here for a quick overview in a single glance.‍

Disclaimers

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Investment involves risk. Past performance is not necessarily a guide to future performance or returns. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endow.us Pte. Ltd (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus Pte. Ltd., its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.

Investment into collective investment schemes: Please refer to respective funds’ prospectuses for details of the funds, their related fees, charges and risk factors, The listing of units of the fund on a stock exchange does not guarantee a liquid market for the units. Before making an investment decision, you are reminded to refer to the relevant prospectus for specific risk considerations.

For Cash Smart Secure, Cash Smart Enhanced, Cash Smart Ultra: It is not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested. Investment products are not insured products under the provisions of the Deposit Insurance and Policy Owners Protection Schemes Act 2011 of Singapore and are not eligible for deposit insurance coverage under the Deposit Insurance Scheme. Interest rates are indicative and subject to change at any time.

Product Risk Rating: Please note that any product risk rating (the “PRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. The PRR is subject to change from time to time. The PRR does not take into account your individual circumstances, objectives or needs and should not be regarded as advice or recommendation to purchase, hold or sell any fund or make any other investment decisions. Accordingly, you should not solely rely on the PRR in making your investment decision in the relevant Fund.

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